Northwestern Mutual
Overview
Becoming a financial advisor at Northwestern Mutual is a unique opportunity to build a client‑focused business where you help clients achieve their goals through financial planning. On the path to becoming a financial advisor, you start as a financial representative focused on client building and obtaining the required licenses. Our award‑winning training programs equip you with the education, skill‑building, and development strategies needed to build a successful financial planning practice that focuses on:
Asset & Income Protection
Education Funding
Investment & Advisory Services
Trust Services
Retirement Solutions
Business Needs Analysis
Northwestern Mutual’s proprietary planning software helps you educate clients and deliver holistic financial plans—including investments for growth, insurance for protection, and annuities for guaranteed income in retirement—so you can have a bigger impact on your clients and community.
Responsibilities
Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience.
Build personalized, holistic financial plans tailored to each client’s unique needs.
Manage clients’ financial plans to help them achieve their goals.
Grow relationships with clients to support them through every stage of life.
Training, Licensing & Designations Northwestern Mutual has been recognized for maintaining one of the best‑trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award‑winning curriculum designed to support your first three years in the business. In the program, you’ll hear from industry experts, learn the art of client acquisition to drive longevity in your career, and have access to our national network of tenured financial advisors to learn the business through first‑hand experience.
To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre‑payment/reimbursement for course tuition fees and books.
Compensation & Benefits
Performance‑based earnings and revenue:
Average advisor annual earnings $61 K–$119 K (based on 2018–2023 company averages for representatives in the first 3 years).
Top 25 % advisor annual earnings $137 K–$250 K (based on 2018–2023 company data for top quartile advisors in the first 3 years).
Additional income structure to support training and early development.
Renewal income earned for continued client support and policy management.
Bonus programs and expense allowances.
Support for insurance licensing, Securities Industry Essentials®, Series 6, Series 7, Series 63, and more.
Certified Financial Planner® licensing support.
Fully company‑funded retirement package and pension plan.
Competitive and comprehensive medical, vision, and dental plans.
Life Insurance and Disability Income Insurance.
Parental benefits at every stage of family planning.
Posted Salary Range:
$61,000 – $250,000 per year.
Qualifications
Bachelor’s degree.
Entrepreneurial ambitions to be a business owner.
History of success in relationship‑building or client‑facing roles.
Excellent time‑management skills.
Desire for continuous learning and collaboration.
Proficient critical thinking skills.
Strong communicator and strong sense of motivation and drive.
Legal authorization to work in the US without sponsorship.
Additional Information Northwestern Mutual is an independent contractor for tax purposes, offering a performance‑based compensation structure. The role is subject to a national criminal background check. The company is located in Milwaukee, WI, and operates under the Northwestern Mutual Life Insurance Company and its subsidiaries.
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Asset & Income Protection
Education Funding
Investment & Advisory Services
Trust Services
Retirement Solutions
Business Needs Analysis
Northwestern Mutual’s proprietary planning software helps you educate clients and deliver holistic financial plans—including investments for growth, insurance for protection, and annuities for guaranteed income in retirement—so you can have a bigger impact on your clients and community.
Responsibilities
Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience.
Build personalized, holistic financial plans tailored to each client’s unique needs.
Manage clients’ financial plans to help them achieve their goals.
Grow relationships with clients to support them through every stage of life.
Training, Licensing & Designations Northwestern Mutual has been recognized for maintaining one of the best‑trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award‑winning curriculum designed to support your first three years in the business. In the program, you’ll hear from industry experts, learn the art of client acquisition to drive longevity in your career, and have access to our national network of tenured financial advisors to learn the business through first‑hand experience.
To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre‑payment/reimbursement for course tuition fees and books.
Compensation & Benefits
Performance‑based earnings and revenue:
Average advisor annual earnings $61 K–$119 K (based on 2018–2023 company averages for representatives in the first 3 years).
Top 25 % advisor annual earnings $137 K–$250 K (based on 2018–2023 company data for top quartile advisors in the first 3 years).
Additional income structure to support training and early development.
Renewal income earned for continued client support and policy management.
Bonus programs and expense allowances.
Support for insurance licensing, Securities Industry Essentials®, Series 6, Series 7, Series 63, and more.
Certified Financial Planner® licensing support.
Fully company‑funded retirement package and pension plan.
Competitive and comprehensive medical, vision, and dental plans.
Life Insurance and Disability Income Insurance.
Parental benefits at every stage of family planning.
Posted Salary Range:
$61,000 – $250,000 per year.
Qualifications
Bachelor’s degree.
Entrepreneurial ambitions to be a business owner.
History of success in relationship‑building or client‑facing roles.
Excellent time‑management skills.
Desire for continuous learning and collaboration.
Proficient critical thinking skills.
Strong communicator and strong sense of motivation and drive.
Legal authorization to work in the US without sponsorship.
Additional Information Northwestern Mutual is an independent contractor for tax purposes, offering a performance‑based compensation structure. The role is subject to a national criminal background check. The company is located in Milwaukee, WI, and operates under the Northwestern Mutual Life Insurance Company and its subsidiaries.
#J-18808-Ljbffr